Carried out discussions with five customers to ascertain problems with our existing web-based account opening process and to collect information about extra features they desire.
User Interview Insights
Client
Design needs to be simple and trustworthy so older applicants feel comfortable with process
Client
Conversion rate is too low. Due to Covid we want an online experience that matches our in-branch service
Client
Once users have completed opening account we want them to download the mobile app from the app store
User Interview Insights
Client
Design needs to be simple and trustworthy so older applicants feel comfortable with process
Client
Conversion rate is too low. Due to Covid we want an online experience that matches our in-branch service
Client
Once users have completed opening account we want them to download the mobile app from the app store
User Persona
Based upon user research and analytics, user personas were developed
User Testing
A dive into the analytics showed that users were dropping off at the steps when they were asked to provide SSN and ID. I researched and tested copy to decrease abandonment
Final Design
Findings from the user testing and mobile design best practices were used to create the final design.
Final Design
User Testing
Findings from the user testing and mobile design best practices were used to create the final design.
A dive into the analytics showed that users were dropping off at the steps when they were asked to provide SSN and ID. I researched and tested copy to decrease abandonment
Outcome
40% increase in account opening completion rates.
Bankjoy’s Online Account Opening 2.0 solution made the company a standout in this year’s FinTech Breakthrough Awards. Business Wire, March 2024
